Financial Planner

6 days left

Accountancy Divisions Limited
03 Feb 2017
03 Mar 2017
Contract Type
Full Time

Financial Planner - Employed role with Leading IFA

£60,000 - £65,000 OTE


Financial Divisions are working with a leading IFA firm with a national presence and market leading brand seeking a Financial Planner to join their team in Southampton. This is an employed role paying a basic between £40,000 and £50,000 depending on qualifications and experience with a first year OTE of £60,000 - £65,000 and with Advisers having a realistic opportunity of earning in excess of six figures between years 2 and 3 with the firm.

The firm can offer a strong flow of leads and even offer client banks to Advisers due to their exceptionally strong brand and acquisition growth strategy. They are currently the fastest growing firm in the UK and offer a flexible and fun working environment. As Financial Planner you will be focused on developing and growing a strong client bank of HNW private clients, all UK based. You will work across a restricted set of products which is extremely varied, and despite a pensions and investment focus will work across estate planning, Inheritance tax planning, trusts and some alternative investments.

As Financial Planner you will ideally be Chartered, although Diploma qualified will also be considered. You will have a track record of developing and growing a client portfolio and whilst a portable client bank is not a necessity it will be an advantage. As Financial Planner you will be able to demonstrate good sales skills, despite the firms support structure in terms of clients they want to hire Financial Planners that can stand on their own two feet.